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XC

XY Capital Portfolio holdings

AUM $91.3M
1-Year Est. Return 1.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$5.6M
3
+$5.34M
4
AEG icon
Aegon
AEG
+$5.12M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.71M

Top Sells

1
+$20.9M
2
+$13.7M
3
+$12.7M
4
BILI icon
Bilibili
BILI
+$11.6M
5
KC
Kingsoft Cloud Holdings
KC
+$9.23M

Sector Composition

1 Consumer Discretionary 30.91%
2 Financials 13.87%
3 Healthcare 9.61%
4 Technology 8.88%
5 Real Estate 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$172K 0.14%
+726
52
$164K 0.14%
11,009
-636,534
53
$160K 0.13%
+525
54
$123K 0.1%
+168
55
$86.8K 0.07%
+246
56
$80.3K 0.07%
+670
57
$79.9K 0.07%
+163
58
$71.3K 0.06%
+216
59
$65.4K 0.05%
+388
60
$64.7K 0.05%
+417
61
$52.7K 0.04%
+317
62
$36.3K 0.03%
+234
63
$35.9K 0.03%
+378
64
$15.7K 0.01%
+17
65
$11.6K 0.01%
+48
66
$3.37K ﹤0.01%
+24
67
$2.67K ﹤0.01%
+6
68
– –
-168,898
69
– –
0
70
– –
-362,627
71
– –
0
72
– –
-8,400
73
– –
0
74
– –
-6,570
75
– –
0
1 2
3
4